Fruit of the Vine Financial, LLC fees and pricing
Financial planner in New Braunfels, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Fruit of the Vine Financial, LLC charges $300 an hour and a flat or project fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“We charge an hourly fee of $300 for Project-Based Financial Planning.”
- Flat or project fee
- $6,000
“Comprehensive Financial Planning For the initial construction of the comprehensive financial plan, FOTVF collects a total fee of no greater than $6,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fruit of the Vine Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Services Discretionary Investment Management Services will be billed either a percentage fee based on the amount of assets under management or a flat fee.”
- “For the flat-fee model, the annual fee is paid quarterly in advance and is charged to the client’s account after the first day of each quarter.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Fruit of the Vine Financial, LLC’s fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- 1 of the 3 other planners in New Braunfels that publish an hourly rate charge less.
- Its flat or project fee of $6,000 is above the Texas median of $3,850. 67% of the 401 other Texas planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in New Braunfels that publish a flat or project fee charge less.
About Fruit of the Vine Financial, LLC
- Principal: Della Stegall
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $8,410,560
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325004
- Phone
- (830) 282-0654
Other planners in New Braunfels that publish fees
- Christian Financial AdvisorsNew Braunfels$350/hr
- Comal Wealth ManagementNew Braunfels$3,600-$50,000, $600-$12,500/qtr
- Force Acres, LLCNew Braunfels$2,000-$10,000, $250-$1,000/qtr
- Konnect Health and WealthNew Braunfels$200/hr, $1,000-$3,500
- Vestted Wealth AdvisorsNew Braunfels$300-$500/hr, $10,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.